AlphaTALKS Wall Street Breakfast, Jan. 2: What Moved Markets This Week

In light of the holiday-shortened week, the team opted for a slightly different course with this episode. In this video we discuss our favorite 2021 outlook pieces.Kim: Constellation Brands (NYSE:STZ) features in multiple "top picks for 2021" lists, including from UBS, which named it as one of its highest-conviction picks for next year. Morgan Stanley said the company was among its favorite consumer staples stocks for 2021, while Evercore ISI said the spirits company was a top growth name for the year ahead.Stephen: Messari's lengthy Crypto Theses for 2021 report is an excellent primer for the digital currency space, providing useful information on where to find quality analysis into this asset class. For what it's worth, Messari anticipates bitcoin (BTC-USD) will hit six figures in 2021.Brad: The same stocks keep making the year's winners and losers lists. There were some lists that bucked the trend: Dan Niles identified energy and banking as his favorites to watch next year. D.A. Davidson likes Zoom Video (NASDAQ:ZM) after the recent pullback. Chipotle (NYSE:CMG) is a best idea at Cowen in its "caul of the wild" call.Nat: Gary Alexander's Top Themes In Tech For 2021 introduced a number of interesting names that many investors might not have been aware of, including Datto Holding Corp (NYSE:MSP), Yext (NYSE:YEXT), and Zuora (NYSE:ZUO).Learn more about your ad choices. Visit megaphone.fm/adchoices